Matt Baumgartner

Duluth Area Chamber of Commerce | MBA | Family | Outdoor Exercise | Business | Leadership | Community | Investor | CFA Candidate

[Pulsar Helium (TSXV: PLSR) @pulsarhelium]

#PLSR Quantum, Helium-3 & The New Technological Arms Race.

As #quantum computing development accelerates, concerns surrounding future #helium3 availability are intensifying, fuelling growing interest in new sources of supply 👉 https://t.co/XazCoJTxrS

$PLSR $PSRHF #PLSRINSIGHTS

[Brian Feroldi @BrianFeroldi]

Capital Asset Pricing Model (CAPM) Explained:

[WOLF @WOLF_Financial]

STANLEY DRUCKENMILLER: “I JUST DON’T CARE WHAT I PAID FOR A STOCK. IT’S ABSOLUTELY IRRELEVANT.”

“If the reason I bought a stock is no longer the case, I don’t care if I bought it at 60 and it’s 50. I have no emotion whatsoever.”

“There’s resistance at certain prices because a bunch of people bought at 60, it went down, and they’ve been waiting 3 or 4 years for it to get back. Meanwhile they could’ve been in something else going up the whole time.”

His friends and fellow investors say he’s “entirely unemotional.” His response: “Yes. I’m told that’s true.”

Is that the key to his success?

“I think it’s a big part of it. Being open-minded and having humility. The only reason you can change your mind is if you’re not arrogant about a position.”

[Compounding Quality @QCompounding]

Top 10 Stock Market Ratios:

[Pulsar Helium (TSXV: PLSR) @pulsarhelium]

#PLSR President Cliff Cain joined anchor @NicholeBerlie on @NewsNation to discuss rising #helium prices and growing supply constraints amid the #Iran war. $PLSR $PSRHF

[Steve Burns @SJosephBurns]

“People always forget that 50% of a stock’s move is the overall market, 30% is the industry group, and then maybe 20% is the extra alpha from stock picking. And stock picking is full of macro bets. When an equity guy is playing airlines, he’s making an embedded macro call on oil.”

— Stanley Druckenmiller

[Pulsar Helium (TSXV: PLSR) @pulsarhelium]

#PLSR President Cliff Cain joined Christina Ruffini & Joe Mathieu today on @Bloomberg @business to discuss #helium criticality and supply chain vulnerabilities due to the #Iran war.

$PLSR $PSRHF

[Bojan Radojicic @BojanRadojici10]

Everyone talks about EBITDA. Banks, investors, private funds, creditors, VCs—but when the time comes for a transaction, everyone looks at cash flow.

For business owners, EBITDA is, of course, important, but what matters most is how much money they actually take home.

That’s why I decided to create a simple graphic to highlight the most significant discrepancies between cash flow and EBITDA.

Personally, I prefer cash flow. How about you?

If you want this visual in PDF, just drop a comment and I’ll send it to you.
(Important: follow me so I can DM you!)

[Minnesota Power @mnpower]

It may be a bit ironic, but Jean Duluth Solar was the perfect canvas for this week's nighttime northern lights display.

One of our engineers was able to capture this aurora borealis stunner on Wednesday night, and we're so appreciative!

[Daily Stoic @dailystoic]

How to overcome adversity (According to Marcus Aurelius)

1. Use it to do good for others
2. Be ruthlessly objective
3. View everything as an opportunity
4. Cultivate an inner citadel
5. Take it action by action
6. Prepare for the worst
7. Focus exclusively on what is in your power

[WOLF @WOLF_Financial]

Here are the most recently updated stock portfolios of the best and most famous investors in the world.

1) Warren Buffett and Berkshire Hathaway

(A thread 🧵)

[Brian Feroldi @BrianFeroldi]

The Intelligent Investor by Benjamin Graham

[Compounding Quality @QCompounding]

The Intelligent Investor by Benjamin Graham is the bible of value investing

There are 3 timeless lessons investors MUST know

Let's break it down:

[Oana Labes @IAmOanaLabes]

What kills confidence?
Surprise variances.

Predict, align, respond.
Boards reward foresight.

◇ Want the board forecast toolkit?
Comment "No Surprises" below.

[Oana Labes @IAmOanaLabes]

Finance is NOT Accounting.
But here's the truth:

[Investment Wisdom @InvestingCanons]

Charlie Munger:

“The secret to life is easy because it's so simple:

You don’t have a lot of envy or resentment. You don’t overspend your income. You stay cheerful in spite of your troubles. You deal with reliable people and you do what you’re supposed to do.”

[Compounding Quality @QCompounding]

Buffett once said:

“The most important thing in evaluating businesses is figuring out how big the moat is around the business"

Here are 15 wide moat stocks:

1. Old Dominion Freight Line

[Compounding Quality @QCompounding]

A CFA is the most prestigious degree you can earn as a professional investor:

• It costs around $4,000
• You need to study 1,000 hours
• The pass rates are less than 40%

Today I am sharing a 12-Page Cheat Sheet which is handy for every investor 👇

[Compounding Quality @QCompounding]

Start here:

[Reads with Ravi @readswithravi]

Every book Charlie Munger has recommended in Berkshire meetings since 1994: